Ten Capital Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Ten Capital Wealth Advisors’s Portfolio IVLU Stock Details IVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-118	Closed	-$2.92K	–	358
2023 Q1	$2.92K	Hold	118	–	–	﹤0.01%	446
2022 Q4	$2.73K	Buy	+118	New	+$2.6K	﹤0.01%	424

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ten Capital Wealth Advisors's IVLU Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2023, closing a stake of 118 shares — an estimated $2.92K sold.

Ten Capital Wealth Advisors first reported a position in IVLU in Q4 2022 and held it in 2 quarters. The position peaked at $2.92K in Q1 2023. 196 funds tracked by Wall St. Rank hold IVLU as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 118 iShares MSCI Intl Value Factor ETF shares in Q2 2023, an estimated $2.92K.
Ten Capital Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $2.92K in Q1 2023.
196 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.